Axalta Coating Systems (NYSE:AXTA) Issues Q3 2026 Earnings Guidance

Axalta Coating Systems (NYSE:AXTA) updated its third quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 0.700-0.700 for the period, compared to the consensus earnings per share estimate of 0.720. The company issued revenue guidance of -. Axalta Coating Systems also updated its FY 2026 guidance to 2.550-2.700 EPS.

Analysts Set New Price Targets

AXTA has been the topic of a number of research analyst reports. UBS Group boosted their target price on Axalta Coating Systems from $31.00 to $32.00 and gave the stock a “neutral” rating in a research note on Friday, May 1st. Wall Street Zen upgraded Axalta Coating Systems to a “buy” rating in a report on Saturday. Wells Fargo & Company cut Axalta Coating Systems from an “overweight” rating to an “equal weight” rating and cut their price objective for the stock from $39.00 to $30.00 in a research report on Friday, April 10th. Mizuho upped their price objective on Axalta Coating Systems from $32.00 to $39.00 and gave the company an “outperform” rating in a research note on Wednesday, July 1st. Finally, Citigroup began coverage on Axalta Coating Systems in a research report on Thursday, June 4th. They set a “buy” rating and a $44.00 target price for the company. Four analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $35.67.

Axalta Coating Systems Stock Up 3.1%

Axalta Coating Systems stock opened at $33.79 on Tuesday. Axalta Coating Systems has a twelve month low of $24.94 and a twelve month high of $35.72. The firm has a 50 day moving average price of $32.48 and a 200-day moving average price of $31.22. The company has a market capitalization of $7.23 billion, a P/E ratio of 19.76, a P/E/G ratio of 1.60 and a beta of 1.24. The company has a quick ratio of 1.53, a current ratio of 2.10 and a debt-to-equity ratio of 1.27.

Axalta Coating Systems (NYSE:AXTA) last issued its quarterly earnings results on Tuesday, July 28th. The specialty chemicals company reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.65 by $0.07. Axalta Coating Systems had a net margin of 7.22% and a return on equity of 22.37%. The company had revenue of $1.35 billion during the quarter, compared to analyst estimates of $1.31 billion. During the same quarter last year, the business posted $0.64 EPS. Axalta Coating Systems’s quarterly revenue was up 3.1% compared to the same quarter last year. Axalta Coating Systems has set its FY 2026 guidance at 2.550-2.700 EPS and its Q3 2026 guidance at 0.700-0.700 EPS. As a group, equities analysts predict that Axalta Coating Systems will post 2.59 EPS for the current year.

Axalta Coating Systems News Summary

Here are the key news stories impacting Axalta Coating Systems this week:

• Positive Sentiment: Axalta reported second-quarter adjusted earnings of $0.72 per share, exceeding the $0.65 analyst consensus by $0.07. Revenue reached $1.35 billion, ahead of the $1.31 billion estimate, supporting the positive market reaction. Axalta Coating Systems tops estimates, shares jump on results
• Positive Sentiment: The quarter produced a 22.37% return on equity and a 7.22% net margin, indicating continued profitability and operating efficiency in the specialty-coatings business. Axalta Releases Second Quarter 2026 Results
• Neutral Sentiment: Axalta maintained full-year 2026 EPS guidance of $2.55 to $2.70. The midpoint of $2.625 is slightly above the $2.59 consensus, but the lower end remains below expectations, leaving investors focused on demand trends and execution in the second half.
• Negative Sentiment: Third-quarter EPS guidance of $0.70 came in below the $0.72 analyst consensus. This suggests potential near-term pressure from market conditions, costs, or expected operating performance despite the second-quarter beat.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Goldman Sachs Group Inc. increased its holdings in Axalta Coating Systems by 4.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,161,682 shares of the specialty chemicals company’s stock worth $38,533,000 after acquiring an additional 51,130 shares during the last quarter. Jane Street Group LLC boosted its position in Axalta Coating Systems by 29.0% during the first quarter. Jane Street Group LLC now owns 156,122 shares of the specialty chemicals company’s stock worth $5,179,000 after purchasing an additional 35,092 shares during the period. Invesco Ltd. boosted its position in Axalta Coating Systems by 8.5% during the second quarter. Invesco Ltd. now owns 406,511 shares of the specialty chemicals company’s stock worth $12,069,000 after purchasing an additional 31,759 shares during the period. EverSource Wealth Advisors LLC boosted its position in Axalta Coating Systems by 371.2% during the second quarter. EverSource Wealth Advisors LLC now owns 3,501 shares of the specialty chemicals company’s stock worth $104,000 after purchasing an additional 2,758 shares during the period. Finally, First Trust Advisors LP increased its stake in shares of Axalta Coating Systems by 22.0% in the second quarter. First Trust Advisors LP now owns 318,122 shares of the specialty chemicals company’s stock worth $9,445,000 after purchasing an additional 57,440 shares in the last quarter. Hedge funds and other institutional investors own 98.28% of the company’s stock.

About Axalta Coating Systems

Axalta Coating Systems is a global leader in the development, manufacture and sale of liquid and powder coatings. The company’s product portfolio spans refinish coatings for the automotive collision repair market, original equipment manufacturer (OEM) coatings for new vehicle production, and industrial coatings including electrodeposition (E-coat) and powder coatings for a variety of sectors such as architecture, heavy equipment and general industrial applications.

Tracing its roots to the 19th century and rebranded as Axalta following its separation from DuPont Performance Coatings in 2013, the company has built a presence in more than 100 countries.